Ron Davidson

Ron Davidson

For over three decades, Ron Davidson has assisted clients with their personal and business financial and insurance needs by guiding them in the development of personalized goals and strategies. His professional knowledge and experience as a financial advisor is built on a strong foundation of education and military service. After completing high school and serving in the Army, Ron attended Guilford College in Greensboro, NC where he earned his BAS in Business Management.

Currently, Ron is a member of the Million Dollar Roundtable, and as a member of the Roundtable must adhere to a strict code of ethics, must focus on providing excellent client service and must continue to grow professionally through continuing education. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

In addition to being active in professional and community organizations, Ron spends much of his time sharing his knowledge as a speaker and workshop presenter for local universities, associations, and churches, as well as through publications.

Ron is registered to offer securities in the following states: Arizona, California, the District of Columbia, Florida, Georgia, Illinois, Kentucky, Maryland, New York, North Carolina, South Carolina and Virginia.

As an LPL investment advisor representative, Ron offers fee-based financial planning, investments, and insurance, as an advisory representative of LPL Financial and is licensed to offer advisory services to residents of North Carolina. Ron is licensed to offer insurance products in the following states: California, Florida, Georgia, Maryland, North Carolina, Ohio, and South Carolina.


All sessions by Ron Davidson

Presenter:Anthony Kosobud null , Divisional Sales Manager

Every potential retiree is different and has different needs. This interactive session will help you recognize the needs of the clients you serve and how to provide solutions for them. Using case studies and advanced planning strategies, we’ll help you expand the reach of your practice and create clients for life.

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